Medtronic plc
MDT- Exchange
- NYSE
- Industry
- Electromedical & Electrotherapeutic Apparatus
- SEC CIK
- 0001613103
In the last 90 days, Medtronic plc insiders filed 0 open-market purchases and 2 sales; 2,149 institutions reported holding it in 13F filings for Q2 2026, worth $86.8B in total; no superinvestor holds it.
13F holders, Q2 2025
Institutional positions in Medtronic plc as of Jun 30, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 2,149
- 0 vs. Q1 2025
- Shares held
- 1.08B
- +6.88M (+0.6%) vs. Q1 2025
- Total value
- $94.6B
- −$2.09B (−2.2%) vs. Q1 2025
- New holders
- 147
- 884 more added
- Sold out
- 147
- 877 more reduced
29 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting MDT on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,149 | $86.8B |
| Q1 2026 | 2,256 | $95.7B |
| Q4 2025 | 2,321 | $105.4B |
| Q3 2025 | 2,182 | $102.5B |
| Q2 2025 | 2,149 | $94.6B |
| Q1 2025 | 2,178 | $96.9B |
| Q4 2024 | 2,133 | $85.3B |
| Q3 2024 | 2,074 | $94.7B |
| Q2 2024 | 2,036 | $83.6B |
| Q1 2024 | 2,083 | $95.6B |
| Q4 2023 | 2,085 | $89.9B |
| Q3 2023 | 1,980 | $85.7B |
| Q2 2023 | 2,063 | $95.9B |
| Q1 2023 | 2,000 | $88.0B |
| Q4 2022 | 1,970 | $84.3B |
| Q3 2022 | 1,940 | $87.9B |
| Q2 2022 | 2,034 | $96.2B |
| Q1 2022 | 2,114 | $119.8B |
| Q4 2021 | 2,072 | $112.1B |
| Q3 2021 | 2,038 | $135.6B |
| Q2 2021 | 2,016 | $135.1B |
| Q1 2021 | 1,988 | $128.9B |
Institutions, Q2 2025
Shares, value and share of portfolio for each institution holding Medtronic plc; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Trust Co of Vermont | 47,912 | $4.18M | 0.20% | −2,316−4.6% | Reduced |
| GHP Investment Advisors, Inc. | 47,973 | $4.18M | 0.19% | +515+1.1% | Added |
| Bahl & Gaynor Inc | 48,009 | $4.18M | 0.02% | −580−1.2% | Reduced |
| Daymark Wealth Partners, LLC | 48,267 | $4.21M | 0.16% | +2,009+4.3% | Added |
| Fiduciary Trust Co | 48,309 | $4.21M | 0.05% | −2,988−5.8% | Reduced |
| Coastal Bridge Advisors, LLC | 48,590 | $4.24M | 0.35% | +48,590 | New |
| Philadelphia Trust Co | 48,604 | $4.24M | 0.33% | −79,982−62.2% | Reduced |
| RSM US Wealth Management LLC | 48,378 | $4.25M | 0.06% | +4,413+10.0% | Added |
| MainStreet Investment Advisors LLC | 48,757 | $4.25M | 0.59% | −620−1.3% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 48,781 | $4.25M | 1.40% | +2,091+4.5% | Added |
| Alliance Wealth Advisors, LLC | 48,821 | $4.26M | 1.05% | −1,307−2.6% | Reduced |
| Somerset Trust Co | 48,827 | $4.26M | 1.39% | +68+0.1% | Added |
| Simon Quick Advisors, LLC | 48,923 | $4.26M | 0.22% | +41,122+527.1% | Added |
| Cullinan Associates Inc | 49,106 | $4.28M | 0.28% | +2,780+6.0% | Added |
| Ostrum Asset Management | 49,396 | $4.31M | 0.20% | +13,629+38.1% | Added |
| SFMG, LLC | 49,464 | $4.31M | 0.32% | +927+1.9% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 49,529 | $4.32M | 0.12% | +17,075+52.6% | Added |
| Round Hill Asset Management | 49,725 | $4.33M | 2.93% | −715−1.4% | Reduced |
| Hanson & Doremus Investment Management | 49,852 | $4.35M | 0.58% | −205−0.4% | Reduced |
| Triglav Skladi, D.O.O. | 49,999 | $4.36M | 0.32% | −10,000−16.7% | Reduced |
| BTC Capital Management, Inc. | 50,717 | $4.36M | 0.36% | +5,590+12.4% | Added |
| Needham Investment Management LLC | 50,041 | $4.36M | 0.35% | −1,000−2.0% | Reduced |
| Headinvest, LLC | 50,105 | $4.37M | 0.93% | −5,759−10.3% | Reduced |
| Franklin Street Advisors Inc | 50,513 | $4.40M | 0.27% | −5,999−10.6% | Reduced |
| 44 Wealth Management LLC | 50,607 | $4.41M | 1.56% | +3,102+6.5% | Added |
| Boston Research & Management Inc | 50,629 | $4.41M | 1.04% | +1,777+3.6% | Added |
| Advisors Management Group Inc | 51,845 | $4.52M | 0.85% | −1,400−2.6% | Reduced |
| Arlington Partners LLC | 51,862 | $4.52M | 1.67% | +2,317+4.7% | Added |
| Integrated Wealth Concepts LLC | 52,426 | $4.57M | 0.05% | +264+0.5% | Added |
| Coldstream Capital Management Inc | 52,457 | $4.57M | 0.07% | +2,070+4.1% | Added |
| DLK Investment Management, LLC | 52,471 | $4.57M | 1.73% | +891+1.7% | Added |
| Inspire Trust Co, N.A. | 52,500 | $4.58M | 0.94% | +6,500+14.1% | Added |
| La Banque Postale Asset Management SA | 52,626 | $4.59M | 0.06% | −120,640−69.6% | Reduced |
| Richard Bernstein Advisors LLC | 52,743 | $4.60M | 0.11% | 00.0% | Unchanged |
| Glenview Trust Co | 52,849 | $4.61M | 0.08% | −192−0.4% | Reduced |
| Concurrent Investment Advisors, LLC | 52,948 | $4.62M | 0.09% | +5,408+11.4% | Added |
| Everett Harris & Co | 52,968 | $4.62M | 0.06% | +50+0.1% | Added |
| Tevis Investment Management | 52,552 | $4.62M | 2.96% | +10,248+24.2% | Added |
| Kinneret Advisory, LLC | 52,806 | $4.64M | 0.42% | −80−0.2% | Reduced |
| RBA Wealth Management, LLC | 53,354 | $4.65M | 1.73% | +683+1.3% | Added |
| Altrius Capital Management Inc | 53,928 | $4.70M | 1.10% | +53,928 | New |
| Robinson Value Management, Ltd. | 53,940 | $4.70M | 2.95% | −378−0.7% | Reduced |
| Boston Private Wealth LLC | 54,411 | $4.74M | 0.25% | −22,762−29.5% | Reduced |
| FWL Investment Management, LLC | 54,412 | $4.74M | 1.45% | +13,448+32.8% | Added |
| Butensky & Cohen Financial Security, Inc | 55,208 | $4.81M | 1.43% | +2,091+3.9% | Added |
| Semmax Financial Advisors Inc. | 52,164 | $4.85M | 1.25% | −4,901−8.6% | Reduced |
| Fisher Funds Management LTD | 55,772 | $4.86M | 0.12% | −6,196−10.0% | Reduced |
| Coston, McIsaac & Partners | 55,879 | $4.87M | 1.26% | +307+0.6% | Added |
| Trajan Wealth LLC | 55,988 | $4.88M | 0.24% | +1,246+2.3% | Added |
| Tower Research Capital LLC (TRC) | 56,286 | $4.91M | 0.13% | +9,665+20.7% | Added |
| J.P. Marvel Investment Advisors, LLC | 56,621 | $4.94M | 0.79% | −435−0.8% | Reduced |
| Kestra Investment Management, LLC | 56,003 | $4.94M | 0.08% | +32,764+141.0% | Added |
| Merit Financial Group, LLC | 57,035 | $4.97M | 0.06% | +15,561+37.5% | Added |
| Liberty One Investment Management, LLC | 57,155 | $4.98M | 0.50% | +1,907+3.5% | Added |
| Martingale Asset Management L P | 57,312 | $5.00M | 0.12% | +19,550+51.8% | Added |
| Hamilton Capital Partners Inc. | 57,813 | $5.04M | 0.26% | +11,091+23.7% | Added |
| ABN AMRO Bank N.V. | 58,115 | $5.10M | 0.07% | −44,610−43.4% | Reduced |
| Siemens Fonds Invest GmbH | 58,532 | $5.10M | 0.30% | +2,949+5.3% | Added |
| Rathbone Brothers plc | 58,554 | $5.10M | 0.02% | +50,423+620.1% | Added |
| Perennial Advisors, LLC | 58,596 | $5.11M | 0.95% | −822−1.4% | Reduced |
| Naples Global Advisors, LLC | 58,327 | $5.12M | 0.44% | −5,042−8.0% | Reduced |
| Motley Fool Wealth Management, LLC | 59,031 | $5.15M | 0.31% | −10,213−14.7% | Reduced |
| Mandatum Life Insurance Co Ltd | 59,138 | $5.16M | 1.36% | 00.0% | Unchanged |
| SlateStone Wealth, LLC | 59,284 | $5.17M | 0.48% | +3,442+6.2% | Added |
| Moors & Cabot, Inc. | 59,356 | $5.17M | 0.24% | −2,178−3.5% | Reduced |
| Snowden Capital Advisors LLC | 58,999 | $5.18M | 0.15% | +4,732+8.7% | Added |
| Equitable Holdings, Inc. | 59,526 | $5.19M | 0.04% | +5,957+11.1% | Added |
| New Mexico Educational Retirement Board | 59,887 | $5.22M | 0.17% | 00.0% | Unchanged |
| Berkshire Asset Management LLC | 59,985 | $5.23M | 0.24% | −247−0.4% | Reduced |
| Dearborn Partners LLC | 60,187 | $5.25M | 0.25% | +1,337+2.3% | Added |
| Columbia Asset Management | 60,221 | $5.25M | 1.03% | +4,130+7.4% | Added |
| Diversify Wealth Management, LLC | 57,126 | $5.26M | 0.33% | +5,793+11.3% | Added |
| Te Ahumairangi Investment Management Ltd | 60,701 | $5.29M | 0.95% | +15,530+34.4% | Added |
| Stamos Capital Partners, L.P. | 60,805 | $5.30M | 0.95% | +13,922+29.7% | Added |
| Howe & Rusling Inc | 61,156 | $5.33M | 0.39% | +61,156 | New |
| Haverford Financial Services, Inc. | 61,466 | $5.36M | 1.59% | −138−0.2% | Reduced |
| Palisade Asset Management, LLC | 61,515 | $5.36M | 0.53% | +2,434+4.1% | Added |
| Monarch Capital Management Inc | 61,569 | $5.40M | 1.45% | +400+0.7% | Added |
| Trinity Legacy Partners, LLC | 60,159 | $5.40M | 1.31% | +708+1.2% | Added |
| LGT Group Foundation | 62,011 | $5.41M | 0.07% | −3,749−5.7% | Reduced |
| Ellsworth Advisors, LLC | 62,041 | $5.41M | 1.32% | +2,088+3.5% | Added |
| Hennessy Advisors Inc | 62,100 | $5.41M | 0.18% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 62,331 | $5.43M | 0.12% | +2,302+3.8% | Added |
| Smithbridge Asset Management Inc | 62,418 | $5.44M | 0.95% | +2,140+3.6% | Added |
| Andra AP-fonden | 62,629 | $5.46M | 0.08% | +30,400+94.3% | Added |
| Thompson Siegel & Walmsley LLC | 63,494 | $5.54M | 0.09% | +30,017+89.7% | Added |
| Investment Management Corp of Ontario | 63,615 | $5.55M | 0.08% | −4,800−7.0% | Reduced |
| Aperture Investors, LLC | 63,686 | $5.55M | 0.75% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 63,810 | $5.56M | 0.01% | +4,016+6.7% | Added |
| Farmers Trust Co | 64,577 | $5.63M | 1.05% | +221+0.3% | Added |
| Principal Securities, Inc. | 64,975 | $5.66M | 0.11% | +5,531+9.3% | Added |
| Poehling Capital Management, LLC | 65,026 | $5.67M | 1.32% | +280.0% | Added |
| Cohen Klingenstein LLC | 65,349 | $5.70M | 0.19% | 00.0% | Unchanged |
| Gulf International Bank (UK) Ltd | 65,361 | $5.70M | 0.20% | −9,114−12.2% | Reduced |
| Chemung Canal Trust Co | 65,522 | $5.71M | 1.20% | +17,762+37.2% | Added |
| Sanibel Captiva Trust Company, Inc. | 65,687 | $5.73M | 0.18% | −23,250−26.1% | Reduced |
| Stratos Wealth Partners, LTD. | 65,856 | $5.74M | 0.08% | +2,859+4.5% | Added |
| Vident Advisory, LLC | 65,883 | $5.74M | 0.06% | +25,099+61.5% | Added |
| Azzad Asset Management Inc | 65,979 | $5.75M | 0.62% | +3,795+6.1% | Added |
| Ritholtz Wealth Management | 66,116 | $5.76M | 0.13% | −7,268−9.9% | Reduced |